Altium Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,303 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.18 and the average weighting 2.4%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$2,174,000
-26.8%
11,526
-11.7%
0.16%
-17.8%
Q1 2022$2,970,000
-0.5%
13,046
+5.5%
0.19%
-0.5%
Q4 2021$2,986,000
+36.8%
12,366
+25.8%
0.19%
+23.1%
Q3 2021$2,182,000
+18.8%
9,828
+19.3%
0.16%
+15.6%
Q2 2021$1,836,000
+11.1%
8,240
+3.1%
0.14%
+2.3%
Q1 2021$1,652,000
+3.2%
7,991
-2.8%
0.13%
-6.4%
Q4 2020$1,600,000
+51.8%
8,218
+32.8%
0.14%
+28.2%
Q3 2020$1,054,000
+5.1%
6,189
-3.4%
0.11%
-2.7%
Q2 2020$1,003,000
+18.3%
6,407
-2.6%
0.11%
-2.6%
Q1 2020$848,000
+30.7%
6,581
+65.9%
0.12%
+48.7%
Q4 2019$649,000
+7.8%
3,967
-0.5%
0.08%
-3.7%
Q3 2019$602,000
-6.1%
3,986
-6.7%
0.08%
-12.9%
Q2 2019$641,000
+0.5%
4,271
-3.1%
0.09%
-8.8%
Q1 2019$638,000
+15.6%
4,406
+1.9%
0.10%
-3.8%
Q4 2018$552,000
+27.2%
4,322
+49.1%
0.11%
+27.7%
Q3 2018$434,000
-11.6%
2,899
-17.1%
0.08%
-36.6%
Q2 2018$491,000
-21.1%
3,498
-23.7%
0.13%
-46.5%
Q1 2018$622,000
-2.4%
4,587
-1.3%
0.24%
-15.8%
Q4 2017$637,0004,6460.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders